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Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
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Filings indexed 2,479 across all filing types
Latest filing 2024-09-09 Major Shareholding Noti…
Country GB United Kingdom
Listing JSE QLT

About Quilter PLC

http://www.quilter.com/

Quilter PLC is a full-service wealth management firm that provides advice-led investment solutions and platform services. The company's principal activities involve offering financial advice, managing investment portfolios, and providing access to a wide range of financial products such as pensions, savings, and investments. It primarily serves affluent and high-net-worth clients in the United Kingdom and select international markets. Quilter's integrated model combines financial planning with its proprietary investment platform to deliver comprehensive wealth management solutions tailored to individual client needs and long-term financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Darktrace PLC
Major Shareholding Notification Classification · 97% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to disclosures required during a takeover situation involving 'Darktrace PLC'. While it contains detailed transaction data, its primary function is a regulatory disclosure related to insider/significant shareholder activity during a specific corporate event (takeover). This type of filing, which reports director/insider dealings in the context of a takeover bid, is most closely aligned with 'Director's Dealing' (DIRS) or, given its specific regulatory nature under the Takeover Code, it could be considered a specialized regulatory filing. Since 'DIRS' typically covers routine insider trades, and this is a specific Takeover Code disclosure (Form 8.3), it falls under the broader category of regulatory announcements. However, looking at the definitions, 'Director's Dealing (DIRS)' covers personal share transactions by directors and executives. Form 8.3 is a mandatory disclosure by any person holding 1% or more interest during a takeover, which includes directors or major shareholders. Given the content is entirely focused on position and dealing disclosure related to a takeover, 'DIRS' is the closest fit for reporting dealings, even if the context is a takeover. If DIRS is too narrow, 'RNS' (Regulatory Filings) is the fallback. Since the document details specific dealings (Section 3) and ownership positions (Section 2) related to an offer, DIRS is a strong candidate, but Form 8.3 is a specific type of regulatory filing. In many classification schemes, takeover-related disclosures are often grouped with insider dealing or general regulatory filings. Given the explicit focus on 'Dealing Disclosure' and 'Interests', DIRS is appropriate, but RNS covers all general regulatory announcements. Since this is a specific, mandatory disclosure under the Takeover Code, and not a general earnings or annual report, RNS is the safest general regulatory category if DIRS is reserved for standard Schedule 10 filings. However, Form 8.3 is fundamentally about reporting dealings. I will classify it as DIRS because the core activity reported is dealing/position holding by an interested party, which aligns with the spirit of DIRS, even if the context is a takeover. If DIRS is strictly for routine insider trading, RNS is the fallback. Given the options, DIRS captures the essence of the disclosure better than the general RNS fallback, as it details specific share transactions and holdings.
2024-09-09 English
Form 8.3 - DS Smith PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in DS Smith PLC by Quilter PLC. Since this is a specific regulatory disclosure regarding share ownership and takeover-related activity that does not fit into the other categories like M&A (which would be the announcement of the deal itself) or Director's Dealing (which is for internal company directors), it is classified as a Regulatory Filing (RNS).
2024-09-06 English
Form 8.3 - Darktrace PLC
Director's Dealing Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'Darktrace PLC' as the offeree). This type of disclosure, mandated by the UK Takeover Panel, relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of a takeover disclosure (Form 8.3) and the nature of the filing (ownership/dealing disclosure related to an offer) fits best under the general regulatory disclosure category, as there is no specific code for 'Takeover Disclosure'. Given the options, 'Director's Dealing' (DIRS) is related but less precise than recognizing it as a specific regulatory filing mandated by the Takeover Code, which often defaults to RNS if a more specific code isn't available. However, since it details personal share transactions by an entity (Quilter PLC) in relation to an offer, and DIRS is defined as 'Report of personal share transactions by company directors and executives (insider trades)', this is a strong candidate. Since this is a mandatory filing under the Takeover Code, and not a general RNS announcement, and it details dealings, DIRS is the most appropriate specific classification among the choices, even though it's specifically a Form 8.3.
2024-09-06 English
Form 8.3 - Darktrace PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Darktrace PLC by Quilter PLC. This type of disclosure is a specific regulatory requirement and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 filings). Therefore, it is classified as a Regulatory Filing (RNS).
2024-09-05 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (DS Smith PLC is mentioned as the offeree). This type of disclosure relates to insider/major shareholder dealings during a takeover scenario. While it involves dealings, the specific regulatory form (Form 8.3) and the context of a takeover bid strongly suggest a specialized regulatory filing related to M&A activity or insider transactions. Given the options, 'Director's Dealing' (DIRS) is too narrow as this is a general disclosure by a major shareholder/controller (Quilter PLC) during a takeover. 'M&A Activity' (TAR) covers takeover bids. However, the core content is the disclosure of share positions and dealings under the Takeover Code. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it details personal share transactions/holdings related to an offer, it is most closely aligned with insider/major shareholder activity. In the context of the provided definitions, 'Director's Dealing' (DIRS) is the closest fit for reporting security transactions by an interested party, even if the filer isn't strictly a director. Alternatively, since it is a mandatory regulatory filing related to a takeover, 'Regulatory Filings' (RNS) is a strong fallback. Given the specific nature of reporting interests/dealings during a takeover, and the lack of a dedicated 'Takeover Disclosure' code, I will classify it as a specific type of dealing disclosure, DIRS, as it reports security interests and transactions, which is the primary function of the form, even though it's triggered by the takeover context. However, Form 8.3 is a mandatory disclosure under the Takeover Code, which is a specific regulatory event. Since the document is a formal regulatory filing (RNS Number present, reference to Panel) detailing positions/dealings related to an offer, and DIRS is usually for directors, RNS is a safer general classification for mandatory, non-standard reports. Let's re-evaluate: DIRS is for directors/executives. This is Quilter PLC (a large entity) disclosing its position in an offeree (DS Smith PLC). This is a major shareholder disclosure during a takeover. Since 'M&A Activity' (TAR) covers merger proposals/takeover bids, and this disclosure is directly mandated by the takeover process, TAR is a very strong candidate. If TAR is reserved for the bid announcement itself, then DIRS (dealing/insider) or RNS (general regulatory) applies. Given the focus on share positions and dealings during a takeover, I lean towards RNS as the most accurate general regulatory category for this specific form (Form 8.3) when a more specific code isn't available, as it is a mandatory filing disseminated via RNS.
2024-09-05 English
Form 8.3 - DS Smith PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in a company involved in a takeover (DS Smith PLC). This type of disclosure is a specific regulatory requirement for market surveillance and does not fit into categories like Annual Reports, Earnings Releases, or M&A activity announcements themselves, but rather serves as a mandatory regulatory notification.
2024-09-04 English

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